Nasdaq - Delayed Quote
USD
Vanguard Target Retirement 2040 Fund (VFORX)
54.05
-0.66
(-1.21%)
At close: October 30 at 8:08:35 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.21% |
|---|---|
| 5y Average Return | 7.55% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 30, 2026) | 24.37% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 24.37% |
| Worst 3Y Total Return | 3.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VFORX
Category
- YTD
- 8.97%
- 10.80%
- 1-Month
- -1.70%
- 1.06%
- 3-Month
- -0.38%
- 6.14%
- 1-Year
- 11.90%
- 33.59%
- 3-Year
- 17.21%
- 12.99%
- 5-Year
- 8.55%
- 12.87%
- 10-Year
- 10.28%
- 9.72%
- Last Bull Market
- 23.08%
- 19.05%
- Last Bear Market
- -13.17%
- -17.54%
Annual Total Return (%) History
Year
VFORX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.20% | 10.72% | -0.38% | -- |
|
2025
|
-0.21% | 9.09% | 6.23% | 2.69% |
|
2024
|
5.85% | 1.73% | 6.43% | -1.50% |
|
2023
|
6.21% | 4.57% | -3.34% | 10.23% |
|
2022
|
-5.66% | -13.17% | -6.33% | 8.20% |
|
2021
|
3.82% | 6.11% | -0.98% | 5.02% |
|
2020
|
-18.25% | 17.29% | 6.80% | 12.76% |
|
2019
|
10.96% | 3.46% | 0.49% | 7.38% |
|
2018
|
-0.53% | 0.90% | 3.79% | -11.03% |
|
2017
|
6.02% | 3.75% | 4.51% | 5.00% |
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 20 |
|---|---|
| 3-Month | 26 |
| 1-Year | 50 |
| 3-Year | 41 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 11.90% |
| 3-Year | 17.21% |
|---|---|
| 5-Year | 8.55% |
| 10-Year | 10.28% |
Performance & Risk
| YTD Return | 8.21% |
| 5y Average Return | 7.55% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Vanguard |
| Net Assets | 117.99B |
| YTD Return | 8.97% |
| Yield | 2.11% |
| Morningstar Rating | |
| Inception Date | Jun 07, 2006 |
Fund Summary
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2040 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
